| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 219,739 | $35.83M | $78.37M | $42.54M | 118.76% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 10,462 | $2.39M | $3.73M | $1.34M | 56.35% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 34,812 | $8.35M | $12.3M | $3.95M | 47.27% |
MICHAEL DE LUZ Williams & Novak, LLC | 3,143 | $451,599.56 | $1.12M | $669,351.36 | 148.22% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 112,021 | $16.82M | $39.95M | $23.13M | 137.48% |
| KS Kristi Shields ROGCO, LP | 377 | $49,707.59 | $134,457.05 | $84,749.46 | 170.5% |
Stacey Cheek Wheelhouse Advisory Group LLC | 1,860 | $343,173.53 | $663,368.98 | $320,195.45 | 93.3% |
Michael Grossman AdviceOne Advisory Services, LLC | 1,269 | $229,315.03 | $452,588.84 | $223,273.81 | 97.37% |
Syon Capital LLC SYON CAPITAL LLC | 142,483 | $33.92M | $48.95M | $15.03M | 44.31% |
Kevin Bresler TD Waterhouse Canada Inc. | 1.49M | $324.27M | $531.58M | $207.3M | 63.93% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 9,868 | $1.54M | $3.52M | $1.98M | 128.19% |
Melissa S. Kampmann Kampmann Melissa S. | 25,524 | $3.99M | $9.1M | $5.12M | 128.29% |
Brian Glenn Premier Path Wealth Partners, LLC | 37,092 | $5.9M | $13.23M | $7.33M | 124.24% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 173,030 | $25.26M | $61.71M | $36.46M | 144.35% |
| AK Alisha Kamadia United Community Bank | 6,753 | $1.22M | $2.31M | $1.09M | 89.79% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,695 | $587,643.22 | $1.32M | $730,178.49 | 124.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 262,154 | $62.42M | $93.5M | $31.08M | 49.8% |
Mark Petersen Prosperitas Financial LLC | 3,816 | $639,418.08 | $1.3M | $662,906.4 | 103.67% |
Robert Shea NEOS Investment Management LLC | 1.96M | $475.89M | $698.78M | $222.89M | 46.84% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,975 | $736,472.35 | $1.77M | $1.04M | 140.92% |